For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points We’re reiterating our Overweight rating on shares of RBC after Friday’s 2QFY26 earnings report, and we’re raising our target price by USD27 to USD497. RBC continues to exhibit strong organic...
Key Points Near-term outlook improving on earnings beat, cost cuts, and industry rationalization; balanced stance maintained pending demand recovery and further capacity rationalization Global ethylene capacity cuts of up to 10% could...
Key Points We’re reiterating our Overweight rating on shares of HII after yesterday’s 3Q earnings report, and we’re raising our target price by USD65 to USD393. The firm already has ~2.5-years-worth of...
Key Points Q3'25 EBITDA and EPS beat Near-term outlook commentary was mixed We rate LYB shares Neutral with a 12-month target price of USD56 per share Summary LyondellBasell announced Q3’25 results this morning: Recurring EBITDA...
Key Points Q3’25 EBITDA and EPS beat; Q4’25 guidance range mid-point below consensus Sequentially higher EBITDA margins in both PM and S&S segments We rate Covestro shares Neutral, with a 12-month target price...